Episode #53 Is Your Financial Ideology Valid or Obsolete

On The Money with Jerry and Nick Royer Podcast

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5+ y ago 14:18

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There are a few financial ideologies...aka: financial rules...that have been around for years and have been part of the foundation of financial planning. But just like anything, over time even the best rules can be rules no longer. Times change and sometimes rules have to change too.
- Is your financial ideology the best in today's economy? How often should it change?
- Everyone is unique & different...what is your financial ideology? Is it that same as you spouse or partner?
- Is your current advisor talking to you about the different rules? Should you be concerned?
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